The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.
Concurrent Investment Advisors, a Tampa-based hybrid RIA that was formerly an office of supervisory jurisdiction under ...
A recent Cerulli report highlights the impact intra-generational transfers will have on this vaunted inter-generational event ...
Former Envestnet executive and industry analyst Chris Shutler is joining Orion as the firm’s head of strategy. His duties ...
The asset manager credited with launching the first mutual fund a century ago has remained a holdout in the ETF space until ...
Brighton Jones’ Jon Jones details how the firm’s client-centric, holistic approach has propelled the firm’s growth.
The private markets space has experienced tremendous growth over the last 20 years. From private equity to private credit and ...
Serenus Wealth Advisors, a $1.2 billion RIA launched in July by former Certuity advisors, has gone back to that firm to ...
How the election of Donald Trump, the prospect of further rate cuts and other macroeconomic factors affect fixed-income ...
In November 2024, a month shortened by the Thanksgiving break, 46 new ETFs were listed in the U.S. This was slightly lower ...
The system will support Voya Financial Advisors with account opening, financial planning and collaboration features.
Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.